2024-05-15T19:50:28-05:00 2023-06-30 042442519 EDELSTEIN & COMPANY LLP 160 FEDERAL STREET 9TH FLOOR BOSTON MA 02110 990 2022-07-01 320303877 ACERA SCHOOL INC ACER 7817293489 5 LOWELL AVE WINCHESTER MA 01890 COURTNEY DICKINSON PRESIDENT 7817293489 2024-05-15 1 COURTNEY DICKINSON 999009999 0 EUGENE BORGONZI P01269879 6172276161 2024-05-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z COURTNEY DICKINSON 5 LOWELL AVE WINCHESTER MA 01890 6452203 0 X HTTP://ACERASCHOOL.ORG X 2010 MA ACERA SCHOOLS, INC. (THE "SCHOOL") PROVIDES EDUCATIONAL PROGRAMS FOR GIFTED AND TALENTED STUDENTS K THROUGH 8TH GRADE. THE SCHOOL PROVIDES STUDENTS WITH UNBOUNDED ACCESS TO LEARNING, OFFERING ACCELERATED STUDENTS OPPORTUNITIES ACCORDING TO THEIR ABILITY NOT AGE. THE COMMUNITY OF THE SCHOOL LEARNS, DISCOVERS, AND EXPLORES AT A PACE APPROPRIATE TO EACH CHILD'S UNIQUE MOTIVATION AND POTENTIAL. THE SCHOOL FOCUSES ON DEVELOPING THE WHOLE CHILD, THROUGH PATHWAYS OF SCIENCE, CREATIVITY, AND LEADERSHIP. BY FOSTERING THE CHARACTER, KNOWLEDGE, AND TALENTS OF HIGH ABILITY STUDENTS, THE SCHOOL ACTIVATES THINKERS AND INNOVATORS CAPABLE OF LEADING POSITIVE CHANGE. 7 5 103 0 0 0 3324319 457161 5449925 5807021 3722 110402 0 25640 8777966 6400224 309300 373317 0 0 4055919 4861550 0 0 295782 1000150 1273284 5365369 6508151 3412597 -107927 12469255 12322694 5523842 5485356 6945413 6837338 ACERA'S MISSION, ACROSS ITS CORE SCHOOL, ENRICHMENT PROGRAMS & COLLABORATIONS, IS TO DEVELOP THE NEXT GENERATION OF INNOVATORS, LEADERS AND CREATIVE THINKERS WHO CAN MAKE A POSITIVE IMPACT IN THE WORLD. 0 0 4616226 373317 5698821 DEVELOP THE NEXT GENERATION SCIENTISTS, INNOVATORS, AND LEADERSSAFEGUARD THE SPIRIT AND INNATE CURIOSITY OF EACH CHILD-FOCUS ON INQUIRY, CREATIVITY, AND COMPLEX THINKING-EMPHASIZE STEM LEARNING AREAS, DEVELOPING NATIVE CAPACITY-CREATE EDUCATIONAL PARTNERSHIPS WITH UNIVERSITIES AND ACADEMIC INSTITUTES. FOSTER INSPIRATION AND EDUCATION IN EMERGING FIELDS-ENABLE STUDENT'S TO PURSUE THEIR PASSIONS AND TALENTS. PROVIDE A RUNWAY FOR LEARNING SO THAT STUDENTS CAN FULFILL THEIR POTENTIAL.- LEVERAGE OUR LAB SCHOOL PROGRAM AS A MODEL TO SPAWN INNOVATION IN EDUCATION.- DEVELOP CITIZENS WHO HAVE A SENSE OF RESPONSIBILTY TO MAKE A POSITIVE IMPACT IN OUR WORLD. 201760 0 108200 ACERA EI IS THE OUTREACH DIVISION PROGRAM OF ACERA SCHOOL, INC. THE PROGRAM COLLABORATES WITH PUBLIC SCHOOL DISTRICTS TO CUSTOMIZE CURRICULUMS THAT BEST FIT INTO THEIR UNIQUE SCHOOL SETTINGS IN EFFORTS TO CATALYZE CHANGE. 4817986 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 51 0 103 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 5 1 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 0 1 1 0 MA X CAROL FALLON 7817293489 5 LOWELL AVE WINCHESTER MA 01890 COURTNEY DICKINSON PRESIDENT/EXEC.DIRECTOR/DIRECTOR 40.00 X X 45000 0 0 RICHARD MORELLO TREASURER/DIRECTOR 0.20 X X 0 0 0 MICHAEL BARRON SECRETARY/DIR (RESIGNED 6/22/23) 0.20 X X 0 0 0 DAVID GRAYZEL DIRECTOR 2.00 X 0 0 0 GREG PHELPS DIRECTOR (RESIGNED 4/10/23) 0.50 X 0 0 0 HOLLY WHITTEMORE CHAIR/DIRECTOR 2.00 X X 0 0 0 JANE MOULDING DIRECTOR 0.50 X 0 0 0 RICHARD COLVIN DIRECTOR (APPT. 3/2/23) 0.50 X 0 0 0 DIANE ROSENBERG DIRECTOR (APPT. 3/2/23) 0.50 X 0 0 0 CHRISTOPHER RAMSEY DIRECTOR OF DEVELOPMENT & PARENT ENGAGEMENT 40.00 X 128603 0 17578 SARAH ZUCKERMAN DIRECTOR OF EDUCATION & INNOVATION 40.00 X 130382 0 41257 303985 0 58835 2 0 1 0 LAVALLEE BRENSINGER ARCHITECTS 99 BEDFORD STREET BOSTON MA 02111 ARCHITECTAL SERVICES 105000 1 457161 51979 457161 TUITION AND OTHER FEES 611110 5698821 5698821 CURRICULUM CONSULTING 611110 108200 108200 5807021 110698 110698 25640 0 25640 25640 25640 51683 51979 -296 -296 -296 6400224 5807021 0 136042 373317 373317 45000 18000 22500 4500 3964697 2973234 763401 228062 94974 70851 18614 5509 412726 307894 80894 23938 344153 256738 67454 19961 25403 25403 56989 56989 130998 73718 51338 5942 47503 18927 27104 1472 151693 90986 60657 50 54020 54020 197347 114795 82552 32311 21002 11309 34322 34322 151158 136042 15116 53728 48355 5373 CURRICULUM MATERIALS/CO 286310 286310 COLLECTION PROCESSING F 31741 25393 6348 TRAINING AND DEVELOPMEN 11358 11358 COVID SUPPLIES 4848 2424 2424 3555 3555 6508151 4817986 1394383 295782 255980 206105 7524942 5447240 2109609 2125320 35176 78233 3504572 1051869 2401548 2452703 142000 2013093 12469255 12322694 234113 360693 4389988 4266623 899741 858040 5523842 5485356 X 3881613 5119655 3063800 1717683 6945413 6837338 12469255 12322694 X -107927 -148 X 0 1 X 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3270075 911953 2358122 147469 133287 14182 87028 6629 80399 2452703 SECURITY DEPOSIT 2000 PROPERTY IN DEVELOPMENT 2011093 2013093 6305936 279029 279029 6026907 373317 373317 6400224 6414011 279029 148 279177 6134834 373317 373317 6508151 PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST TUITION REVENUE ON FINANCIAL STATEMENTS 373,317. PART XII, LINE 2D - OTHER ADJUSTMENTS: UNCOLLECTIBLE TUTION WRITEOFF 148. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST TUITION REVENUE ON FINANCIAL STATEMENTS 373,317. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE ORGANIZATION PUBLISHES ITS RACIALLY NONDISCRIMINATORY POLICY IN THE LOCAL NEWSPAPERS AND POSTS A COPY OF THE POLICY ON ITS WEBSITE. THE POLICY IS ALSO INCLUDED WITH THE APPLICATION PACKAGE. 1 FINANCIAL AID 22 308217 0 N/A N/A SCHOLARSHIPS 5 65100 0 N/A N/A PART I, LINE 2: THE FINANCIAL AID AND SCHOLARSHIPS AWARDED TO STUDENTS ARE USED SOLELY FOR ATTENDANCE AT ACERA SCHOOL, INC. TO LOWER THE COST OF THE RECIPIENTS' TUITION. X 0 0 0 0 0 0 0 0 0 SARAH ZUCKERMAN DIRECTOR OF EDUCATION & INNOVATION 130382 0 0 0 0 0 4195 0 37062 0 171639 0 0 0 COURTNEY DICKINSON FAMILY MEMBER OF DAVID GRAYZEL, DIRECTOR 45000 EMPLOYMENT 0 SCHEDULE L - PART IV THE SCHOOL STRICTLY ADHERES TO ITS CONFLICT OF INTEREST POLICY WHEN DETERMINING EMPLOYEE COMPENSATION FOR INTERESTED PERSONS. X 1 51979 STOCK MARKET QUOTATION 0 0 0 0 PART I, COLUMN (B): ONE DONOR DONATED SHARES OF ONE PUBLICY TRADED MUTUAL FUND. FORM 990, PART VI, SECTION A, LINE 2 COURTNEY DICKINSON AND DAVID GRAYZEL HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 8B THE SCHOOL DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. THE SEVEN MEMBERS OF THE GOVERNING BODY VOTE ON ALL OF THE SCHOOL'S ISSUES. FORM 990, PART VI, SECTION B, LINE 11B THE SCHOOL'S PRESIDENT, DIRECTOR OF FINANCE AND BOARD CHAIR REVIEW A DRAFT FORM 990 AND DISCUSS ANY QUESTIONS AND/OR ISSUES WITH THE INDEPENDENT TAX PREPARERS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C WHEN ANY SUCH CONFLICT OF INTEREST IS RELEVANT TO A MATTER REQUIRING ACTION BY THE BOARD OF DIRECTORS, THE INTERESTED PERSON SHALL CALL IT TO THE ATTENTION OF THE BOARD OF DIRECTORS, AND SUCH PERSON SHALL NOT VOTE ON THE MATTER, NOR SHALL HE OR SHE BE RECOGNIZED IN DETERMINING THE QUORUM FOR THE MEETING. SUCH PERSON SHALL RETIRE FROM THE ROOM IN, OR THE TELECONFERENCE ON WHICH THE BOARD OF DIRECTORS IS MEETING AND SHALL NOT PARTICIPATE IN THE FINAL DELIBERATION OR DECISION REGARDING THE MATTER UNDER CONSIDERATION. HOWEVER, THAT PERSON SHALL PROVIDE THE BOARD OF DIRECTORS OR COMMITTEE WITH ANY AND ALL RELEVANT INFORMATION WITH RESPECT TO THE CONFLICT OF INTEREST. THE MINUTES OF THE MEETING OF THE BOARD OF DIRECTORS OR A COMMITTEE THEREOF SHALL REFLECT THAT (I) THE CONFLICT OF INTEREST WAS DISCLOSED; (II) THE INTERESTED PERSON WAS NOT PRESENT DURING THE FINAL DISCUSSION OR VOTE; AND (III) SUCH INTERESTED PERSON DID NOT VOTE. WHEN THERE IS UNCERTAINTY AS TO WHETHER A CONFLICT OF INTEREST EXISTS, THE MATTER SHALL BE RESOLVED BY A VOTE OF THE BOARD OF DIRECTORS, SUCH VOTE IS NOT TO INCLUDE SUCH POTENTIALLY INTERESTED PERSON. A COPY OF THE CONFLICT OF INTEREST POLICY SHALL BE FURNISHED TO EACH DIRECTOR, OFFICER AND STAFF MEMBER SERVING THE CORPORATION AT THE TIME THE PERSON BECOMES ASSOCIATED WITH THE CORPORATION. THE POLICY SHALL BE REVIEWED ANNUALLY FOR THE INFORMATION AND GUIDANCE OF DIRECTORS, OFFICERS, AND STAFF MEMBERS; AND ANY NEW DIRECTORS, OFFICERS OR STAFF MEMBERS SHALL BE ADVISED OF THE POLICY UPON UNDERTAKING THE DUTIES OF SUCH OFFICE. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS APPROVE THE DIRECTOR'S SALARIES USING AISNE COMPENSATION DATA. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART XI, LINE 9: UNCOLLECTIBLE TUITION WRITEOFF -148.